Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$451M |
| 2 |
Meta Platforms (Facebook)
META
|
+$357M |
| 3 |
LPL Financial
LPLA
|
+$209M |
| 4 |
Vulcan Materials
VMC
|
+$183M |
| 5 |
Healthpeak Properties
DOC
|
+$175M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$877M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$629M |
| 3 |
Netflix
NFLX
|
+$421M |
| 4 |
Progressive
PGR
|
+$384M |
| 5 |
CarMax
KMX
|
+$270M |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Financials | 16.54% |
| 3 | Real Estate | 12.06% |
| 4 | Consumer Discretionary | 11.39% |
| 5 | Industrials | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
DraftKings
DKNG
$22.8B
| $1.06M | ﹤0.01% |
24,663
-154,524
| -86% | -$6.63M |
|
1877
TechTarget
TTGT
$423M
| $1.05M | ﹤0.01% |
134,597
-920
| -0.7% | -$7.15K |
|
1878
Metropolitan Bank Holding Corp
MCB
$819M
| $1.04M | ﹤0.01% |
+14,805
| New | +$1.04M |
|
1879
Green Dot
GDOT
$808M
| $1.03M | ﹤0.01% |
+95,869
| New | +$1.03M |
|
1880
OneSpaWorld
OSW
$2.27B
| $1.03M | ﹤0.01% |
50,524
+15,232
| +43% | +$311K |
|
1881
Restaurant Brands International
QSR
$20.3B
| $1.03M | ﹤0.01% |
+15,537
| New | +$1.03M |
|
1882
Sabesp
SBS
$15.6B
| $1.02M | ﹤0.01% |
+46,570
| New | +$1.02M |
|
1883
ActivePassive Intermediate Municipal Bond ETF
APMU
$188M
| $1.01M | ﹤0.01% |
40,658
-3,983
| -9% | -$98.7K |
|
1884
Napco Security Technologies
NSSC
$1.43B
| $991K | ﹤0.01% |
33,387
+12,041
| +56% | +$357K |
|
1885
Aspen Aerogels
ASPN
$549M
| $988K | ﹤0.01% |
+166,868
| New | +$988K |
|
1886
Pinterest
PINS
$24.8B
| $985K | ﹤0.01% |
27,470
-11,923
| -30% | -$428K |
|
1887
AngloGold Ashanti
AU
$31.3B
| $985K | ﹤0.01% |
+21,610
| New | +$985K |
|
1888
Verint Systems
VRNT
$1.23B
| $984K | ﹤0.01% |
+50,001
| New | +$984K |
|
1889
Telus
TU
$25B
| $983K | ﹤0.01% |
61,300
-2,900
| -5% | -$46.5K |
|
1890
Principal Investment Grade Corporate Active ETF
IG
$122M
| $976K | ﹤0.01% |
47,103
| – | – |
|
1891
Universal Technical Institute
UTI
$1.51B
| $975K | ﹤0.01% |
28,773
+1,374
| +5% | +$46.6K |
|
1892
ARS Pharmaceuticals
SPRY
$1.02B
| $968K | ﹤0.01% |
+55,446
| New | +$968K |
|
1893
Franco-Nevada
FNV
$37.8B
| $960K | ﹤0.01% |
5,862
-4,848
| -45% | -$794K |
|
1894
Futu Holdings
FUTU
$26.2B
| $959K | ﹤0.01% |
7,760
+4,353
| +128% | +$538K |
|
1895
Janus International
JBI
$1.39B
| $954K | ﹤0.01% |
117,178
-95,535
| -45% | -$778K |
|
1896
Turning Point Brands
TPB
$1.79B
| $946K | ﹤0.01% |
12,483
+5,174
| +71% | +$392K |
|
1897
Suzano
SUZ
$11.8B
| $934K | ﹤0.01% |
99,300
-81,867
| -45% | -$770K |
|
1898
CareDx
CDNA
$716M
| $934K | ﹤0.01% |
47,781
+28,157
| +143% | +$550K |
|
1899
Evolv Technologies
EVLV
$1.44B
| $931K | ﹤0.01% |
149,137
+138,578
| +1,312% | +$865K |
|
1900
QCR Holdings
QCRH
$1.32B
| $926K | ﹤0.01% |
13,641
+4,372
| +47% | +$297K |
|